CIK: 0001793904
申报总市值
US$10.1亿
仅显示前 200 大持股（共 377 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 7.26% | -0.61% | +1.84% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.11% | +0.32% | +11.26% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.21% | — | +139.29% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.57% | +8.73% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.67% | -0.10% | -1.89% | |
| 6 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.58% | +0.25% | +22.83% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.50% | -0.15% | +4.77% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.39% | -0.37% | +279.35% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.35% | -0.32% | +17.41% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.30% | — | +0.27% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.27% | — | -1.72% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.27% | — | +3.92% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.26% | — | -2.17% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.23% | — | +0.68% | |
| 15 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 1.04% | — | +0.52% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.03% | — | +7.26% | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.92% | -0.25% | -6.05% | |
| 18 | VZ | Verizon Communications INC | 股票-通信服务 | 0.91% | +0.13% | +12.31% | |
| 19 | COMT | Ishares Gsci Commodity Dynam | ETF-避险与商品 | 0.79% | — | — | |
| 20 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.79% | — | +3.08% | |
| 21 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.77% | — | +1.05% | |
| 22 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.77% | — | -0.64% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 0.74% | — | +21.56% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.73% | — | -0.84% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | — | +16.29% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.71% | — | +1.32% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | — | +5.24% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.69% | — | +7.56% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.65% | — | +243.43% | |
| 30 | T | At&t INC | 股票-通信服务 | 0.63% | — | +19.04% | |
| 31 | ABBV | Abbvie INC | 股票-医疗保健 | 0.60% | — | +7.23% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.59% | — | +16.01% | |
| 33 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.57% | — | +1.48% | |
| 34 | PM | Philip Morris International | 股票-非周期性消费 | 0.56% | — | +9.74% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.53% | — | -1.97% | |
| 36 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.53% | — | +2.56% | |
| 37 | PFE | Pfizer INC | 股票-医疗保健 | 0.52% | — | +11.59% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.51% | — | -2.04% | |
| 39 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.50% | +0.80% | +22.87% | |
| 40 | ADBE | Adobe INC | 股票-科技 | 0.48% | — | +11.45% | |
| 41 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 0.48% | — | — | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.47% | -0.22% | +2.70% | |
| 43 | TXN | Texas Instruments INC | 股票-科技 | 0.47% | — | +1.78% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.46% | +0.16% | +2.86% | |
| 45 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.46% | — | +9.77% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.45% | — | -1.39% | |
| 47 | ASML | ASML Holding N.V. | 股票-科技 | 0.44% | — | +7.50% | |
| 48 | NEE | Nextera Energy INC | 股票-公用事业 | 0.43% | — | +371.16% | |
| 49 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.43% | — | +3.83% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | — | +5.85% |